Fiduciary Alliance LLC
All 13F Filings
- Location
- Greenville, SC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 1,530,217
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/22/2026 | 510 | 1,530,217 | 13F-HR | Fiduciary Alliance LLC |
| Q3 2025 | 10/8/2025 | 498 | 1,492,750 | 13F-HR | Fiduciary Alliance LLC |
| Q2 2025 | 7/9/2025 | 479 | 1,340,850 | 13F-HR | Fiduciary Alliance LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
7
(0.0% of total reported value)
· QoQ Δ:
-334
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 963.9 K | 63.0% | 5.393 K | 0 | 5.393 K |
| ETFs | 566.3 K | 37.0% | 32.4 K | 0 | 32.4 K |
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Fund Snapshot
Q4 2025
Latest filed
1/22/2026
Total value ($000)
1,530,217
Holdings
510
QoQ value change ($000)
37,467
(2.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.